Discovery - Step #1

Discovery - Step #1

We believe it is extremely important for you and our financial advisors to get to know one another before working together.

We will ask you to take stock of all your assets, including cash, investments, retirement accounts, cars, homes, and anything else of financial value.

We can help you select goals. We'll ask clarifying questions to help identify those goals. Whether you’re determining your vision for retirement, looking to finalize your estate plan or planning to retire soon, in our first step we will help you discover where your life and financial goals come together.

Fill out the form below to start a conversation with Liberty Wealth Advisors or call us at (800) 448-3550.

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